Inside Sales Executive

Job description

We are looking for a result-oriented Inside Sales Executive to manage the complete customer journey, from lead engagement to conversion and closure. The role involves understanding customer requirements, recommending suitable financial products, managing follow-ups, coordinating with internal teams, and achieving assigned business targets.

The ideal candidate should have hands-on experience in banking or financial-services sales, strong customer-handling skills, and the ability to independently manage sales pipelines, reporting, and assigned projects in a fast-paced fintech environment.

Key Responsibilities

• Lead Management & Conversion: Own assigned leads, customer interactions, follow-ups, and conversions from initial engagement to closure.
• Financial Product Sales: Understand customer needs and recommend suitable products, including home loans, personal loans, Loans Against Property (LAP), business loans, and other relevant banking products.
• Target Achievement: Take ownership of monthly sales targets, conversion KPIs, revenue goals, and pipeline performance.
• Project & Process Management: Manage assigned projects and processes, ensuring timely execution and smooth movement of cases from lead generation to closure.
• Pipeline & Reporting: Maintain accurate customer records, daily and weekly reports, follow-up trackers, and CRM updates.
• Internal Coordination: Work closely with sales, operations, underwriting, and other internal teams to facilitate case processing and closure.
• Customer Relationship Management: Maintain consistent communication, address basic process-related queries, handle objections, and prevent delays in the sales process.
• Performance Monitoring: Track performance against targets, identify conversion gaps, and implement corrective actions to improve results.
• Product Knowledge: Stay updated on product features, eligibility criteria, pricing, documentation, lending processes, and relevant banking/NBFC practices.
• Business Improvement: Share customer feedback and market insights to improve sales strategies, workflows, and conversion rates.

Desired Candidate Profile

• 1 - 4 years of relevant experience in banking, NBFCs, fintech, or financial-services sales.
• Hands-on experience selling home loans, personal loans, LAP, business loans, or similar financial products.
• Strong understanding of sales processes, lead management, customer engagement, and follow-up strategies.
• Demonstrated ability to work independently and achieve business targets.
• Graduate in any discipline; relevant BFSI sales experience will be preferred.
• Excellent communication and interpersonal skills in English, Hindi, and relevant regional languages as required.
• Comfortable using MS Excel, Google Sheets, CRM platforms, and sales reporting tools.
• Strong negotiation, objection-handling, problem-solving, and relationship-management skills.
• Ability to manage multiple customer cases and coordinate across teams with minimal supervision.
• Adaptability to a fast-paced startup environment with evolving business requirements.

Key Skills

• Inside Sales & Business Development
• BFSI / Banking / NBFC Sales
• Home Loans, Personal Loans & LAP
• Lead Management & Conversion
• Customer Relationship Management
• Sales Pipeline Management
• Target & KPI Achievement
• Follow-ups & Objection Handling
• CRM & Sales Reporting
• MS Excel / Google Sheets
• Cross-functional Coordination
• Project & Process Management

Culture Fitment

• High Ownership: Take accountability for business outcomes, not just assigned tasks.
• Result-Oriented Approach: Focus on conversions, revenue, closures, and measurable business impact.
• Bias for Action: Act proactively, resolve bottlenecks, and ensure consistent follow-through.
• Builder Mindset: Contribute to developing and improving processes, reporting systems, and workflows.
• Adaptability: Work comfortably in an early-stage company where priorities and responsibilities may evolve.

What We Offer

• An opportunity to contribute to the growth of an AI-driven fintech company.
• Direct exposure to founders and senior leadership, with significant ownership and visibility.
• The opportunity to work with leading banks and NBFCs and gain practical lending-industry experience.
• Scope to build and improve business processes, reporting systems, and operational workflows.
• Career growth opportunities in the evolving AI and fintech ecosystem.
• Competitive compensation with performance-linked growth opportunities.

Ideal Candidate

A proactive and target-driven sales professional with hands-on BFSI product-selling experience, strong customer engagement skills, and the ability to independently manage leads, drive conversions, and deliver measurable business results.